Third Financial, an investment platform utilised by more than 70 wealth managers and IFAs, has partnered with intelliflo office (io) in a bid to help advisers simplify and scale their businesses.

This partnership has created the “deepest level” of integration with io available from any adviser platform, Third Financial said.

All clients and plans stored in io are electronically updated to the platform in real-time, eliminating dual keying.

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